Thank you for joining this thread, karver35.
Labeling estimates is essential for efficiently identifying and retrieving the correct estimate template in QuickBooks Online (QBO). I want to provide some information on this matter.
Currently, the option to label or categorize estimates is unavailable. However, you can share your thoughts with our product developers, who may consider your suggestions for future updates. Here's how
- Click on the Gear icon.
- Select Feedback.
- Enter your suggestion and click Submit Feedback.
Additionally, you can check out this article for tips on personalizing your estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Moreover, once a customer accepts your estimate, you can easily convert that estimate directly into an invoice.
You can always return here whether you seek further clarification or have additional concerns about managing estimates in QBO. I'm always right here to ensure everything is taken care of.
